WIA

World Investment Advisors Portfolio holdings

AUM $4.88B
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.65B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$32.1M
3
+$28.5M
4
AAPL icon
Apple
AAPL
+$23M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$22M

Top Sells

1
+$38.7M
2
+$28M
3
+$21.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$19.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$16.2M

Sector Composition

1 Technology 14.27%
2 Financials 7.42%
3 Healthcare 5.54%
4 Consumer Discretionary 5.09%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$361K 0.01%
+6,625
752
$361K 0.01%
+8,832
753
$360K 0.01%
21,100
+850
754
$360K 0.01%
5,542
+1,423
755
$360K 0.01%
3,292
-2,326
756
$360K 0.01%
5,849
+134
757
$360K 0.01%
3,048
+980
758
$360K 0.01%
+2,038
759
$359K 0.01%
+4,342
760
$359K 0.01%
3,386
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761
$357K 0.01%
8,200
762
$355K 0.01%
27,850
-650
763
$354K 0.01%
11,177
+3,170
764
$354K 0.01%
+3,071
765
$353K 0.01%
18,757
-375
766
$352K 0.01%
177
+28
767
$351K 0.01%
7,000
768
$351K 0.01%
+2,236
769
$350K 0.01%
2,452
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770
$344K 0.01%
+6,756
771
$344K 0.01%
22,330
+585
772
$343K 0.01%
11,700
-400
773
$342K 0.01%
934
+52
774
$341K 0.01%
2,085
-93
775
$340K 0.01%
3,382
+293
29 30
31
32 33